DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
A••••• C••••••
Legal name A••••• C•••••• G••••• L••
Latest filing Jun 30, 2026
First filing on the tape Feb 14, 2012 · 43 filings
SEC status approved since Mar 23, 2012
RAUM
$3.7B
reported, Item 5.F
Discretionary
81%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
82
60 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
51
reported on Schedule D
History
43 filings and snapshots on the tape
RAUM$3.7B as of Jun 30, 2026
Apr 1, 2013$511M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 30, 2026
Apr 1, 20130 then
Employees (5.A)82 as of Jun 30, 2026
Apr 1, 201324 then
Private funds51 as of Jun 30, 2026
Apr 1, 201312 then
RAUM n/a over the last fiscal year+6.1% a year over three
Practice profile
derived from the filing of Jun 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $73.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 81%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$3.7B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 51reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
73 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| O•••••• C•••••• G••••• L••• | Private Equity Fund | $615M | 6 | Feb 14, 2012 |
| A••••• R••• E••••• P••••••• V• L••• | Real Estate Fund | $545M | 405 | Mar 30, 2022 |
| A••••• I••••••••• P••••••• S••• V•• L••• | Private Equity Fund | $341M | 100 | Mar 30, 2021 |
| A••••• I••••••••• P••••••• V• L••• | Private Equity Fund | $321M | 87 | Mar 30, 2015 |
| A••••• R••• E••••• O••••••••• Z••• I• L••• | Real Estate Fund | $300M | 202 | Mar 30, 2020 |
| A••••• R••• E••••• P••••••• I•• L••• | Real Estate Fund | $149M | 205 | Mar 28, 2017 |
| A••••• R••• E••••• B••••••••• C••••••••• L• | Real Estate Fund | $143M | 21 | Mar 30, 2022 |
| A••••• S•••••••• P••••••• I•• L• | Private Equity Fund | $102M | 68 | Mar 30, 2022 |
| A••••• R••• E••••• P••••••• I••••• L••• | Real Estate Fund | $90.1M | 133 | Mar 28, 2017 |
| A••••• I••••••••• P••••••• V•• L••• | Private Equity Fund | $75.8M | 42 | Mar 30, 2021 |
| A••••• C••••• P••••••• I•• L••• | Private Equity Fund | $75.2M | 83 | Mar 30, 2021 |
| A••••• R••• E••••• I••••• • G••••• I• L••• | Real Estate Fund | $74.2M | 73 | Mar 28, 2019 |
| A••••• R••• E••••• O••••••••• Z••• I•• L• | Real Estate Fund | $72.1M | 77 | Mar 30, 2023 |
| A••••• I••••••••• P••••••• I•• L••• | Private Equity Fund | $65.0M | 66 | Feb 14, 2012 |
| A••••• H••••••••• P••••••• I• L••• | Private Equity Fund | $42.7M | 33 | Mar 29, 2024 |
| A••••• I••••••••• P••••••• P••••••• V• L••• | Private Equity Fund | $29.5M | 5 | Mar 29, 2016 |
| A••••• R••• E••••• P••••••• I• L••• | Real Estate Fund | $28.0M | 34 | Feb 14, 2012 |
| A••• V• S•• C••••••••• F•••• L• | Real Estate Fund | $23.1M | 33 | Mar 30, 2023 |
| A••••• S•••• L•• | Private Equity Fund | $22.3M | 17 | Mar 30, 2023 |
| A••••• R••• E••••• P••••••• I••• L••• | Real Estate Fund | $22.0M | 96 | Mar 28, 2014 |
| A••• I• S••••••••• H•••• I••••••• Q••• L••• | Real Estate Fund | $21.4M | 44 | Mar 30, 2020 |
| A••• C••• C••••••••• L• | Real Estate Fund | $20.7M | 38 | Mar 30, 2023 |
| A••••• S•••••••• P••••••• I• L••• | Private Equity Fund | $20.4M | 7 | Mar 30, 2020 |
| A••••• R••• E••••• P••••••• P•••••••• I•••••• L••• | Real Estate Fund | $19.4M | 101 | Apr 29, 2015 |
| A••••• C••••• P••••••• I• A•••• F•••• L••• | Private Equity Fund | $19.1M | 26 | Mar 30, 2021 |
| P• 1•no longer reported | Private Equity Fund | $18.6M | 8 | Feb 14, 2012 |
| A••• I• M••• C••••••••• Q••• L••• | Real Estate Fund | $16.5M | 18 | Mar 30, 2020 |
| A••• W•••••• C••••••••• L•• | Real Estate Fund | $14.1M | 11 | Mar 30, 2023 |
| A••••• R••• E••••• P••••••• P••••••• I•• L••• | Real Estate Fund | $12.9M | 54 | Mar 28, 2017 |
| A•• H•••••• L•• | Private Equity Fund | $12.5M | 22 | Mar 30, 2023 |
| A••••• R••• E••••• P••••••• P•••••••• I•••••• L••• | Real Estate Fund | $12.1M | 78 | Apr 29, 2015 |
| P• 2•no longer reported | Real Estate Fund | $10.6M | 7 | Feb 14, 2012 |
| P• 0•no longer reported | Private Equity Fund | $10.2M | 5 | Feb 14, 2012 |
| A••• I•• K•••••••• C••••••••• L••• | Real Estate Fund | $10.0M | 16 | Mar 29, 2016 |
| A••• I• B• I••••••• Q••• L••• | Real Estate Fund | $9.0M | 44 | Mar 30, 2020 |
| P• 0•no longer reported | Real Estate Fund | $7.8M | 5 | Feb 14, 2012 |
| A••••• R••• E••••• P••••••• P••••••• V• L••• | Real Estate Fund | $7.5M | 40 | Mar 30, 2022 |
| P• 0•no longer reported | Real Estate Fund | $7.1M | 20 | Feb 14, 2012 |
| P• 0•no longer reported | Real Estate Fund | $6.9M | 11 | Feb 14, 2012 |
| P• 1•no longer reported | Private Equity Fund | $6.6M | 7 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- G••• R•• · Cfo Of A••••• C•••••• G••••• I•••controlsince 04/2023 · owns less than 5%
- G•••••••• K•••• B••••••• · Secretary Of A••••• C•••••• G••••• I•••controlsince 01/2014 · owns less than 5%
- K•••••• J•••• P••• · Executive Chairman Of A••••• C•••••• G••••• I•••controlsince 01/2022 · owns less than 5%
- L••••• M••••••• C••• · Chief Compliance Officercontrolsince 07/2016 · owns less than 5%
- R•••• S••••• G••••• · Ceo Of A••••• C•••••• G••••• I•••controlsince 01/2022 · owns less than 5%
- T•••••• B••••• E•••• · Sole Director Of A••••• C•••••• G••••• I•••controlsince 01/2014 · owns 75% or more
Related persons
Schedule D 7.A
- A••••• A••••••••• I••• L•••pooled vehicle sponsorn
- A••••• A••••••••• I•• L•••pooled vehicle sponsorn
- A••••• A••••••••• P••••••• V• L•••pooled vehicle sponsorn
- A••••• A••••••••• S••• V•• L••pooled vehicle sponsorn
- A••••• A••••••••• V• L•••pooled vehicle sponsorn
- A••••• A••••••••• V•• L••pooled vehicle sponsorn
- A••••• C••••• P••••••• G•• L•••pooled vehicle sponsorn
- A••••• C••••• P••••••• I• G•• L••pooled vehicle sponsorn
- A••••• H••••••••• P••••••• I• G•• L••pooled vehicle sponsorn
- A••••• H••••••••• P••••••• M••••••••• G•• L••pooled vehicle sponsorn
- A••••• R••• E••••• B••••••••• C••••••••• G•• L••pooled vehicle sponsorn
- A••••• R••• E••••• I••••• • G••••• I• G•• L•••pooled vehicle sponsorn
- A••••• R••• E••••• O••••••••• Z••• I• G•• L••pooled vehicle sponsorn
- A••••• R••• E••••• O••••••••• Z••• I• G•• L••pooled vehicle sponsorn
- A••••• R••• E••••• P••••••• P••••••• I•• G••••• L•••pooled vehicle sponsorn
- A••••• R••• E••••• P••••••• I• G•• L••pooled vehicle sponsorn
- A••••• R••• E••••• P••••••• I•• G•• L•••pooled vehicle sponsorn
- A••••• R••• E••••• P••••••• I•• G•• L••pooled vehicle sponsorn
- A••••• R••• E••••• P••••••• I• G•• L•••pooled vehicle sponsorn
- A••••• R••• E••••• P••••••• V• G•• L••pooled vehicle sponsorn
- A••••• S•••••••• P••••••• I• G•• L••pooled vehicle sponsorn
- A••••• S•••••••• P••••••• I• G•• L••pooled vehicle sponsorn
- A••• I• I••••••• G•• L••pooled vehicle sponsorn
- O•••••• C•••••• G••••• I•••pooled vehicle sponsorn
Advisers that list A••••• C•••••• as a related person
- 325413 n
Offices
Schedule D 1.F, the 25 largest
- Wayne, PA24 employees
- Denver, CO5 employees
- New York, NY4 employees
- San Francisco, CA2 employees
What changed
consecutive filings, newest first
- Discretionary RAUM · $3.0B to $3.0BApr 30, 2026 to Jun 30, 2026
- Pooled vehicle RAUM · $3.7B to $3.7BApr 30, 2026 to Jun 30, 2026
- RAUM · $3.7B to $3.7BApr 30, 2026 to Jun 30, 2026
- Non-discretionary RAUM · $694M to $716MMar 30, 2026 to Apr 30, 2026
- Pooled vehicle RAUM · $3.7B to $3.7BMar 30, 2026 to Apr 30, 2026
- RAUM · $3.7B to $3.7BMar 30, 2026 to Apr 30, 2026
- Accounts · 47 to 51Jan 22, 2026 to Mar 30, 2026
- Advisory employees · 51 to 60Jan 22, 2026 to Mar 30, 2026
- Pooled vehicle clients · 47 to 51Jan 22, 2026 to Mar 30, 2026
- Employees · 72 to 82Jan 22, 2026 to Mar 30, 2026
- Private funds · 47 to 51Jan 22, 2026 to Mar 30, 2026
- Discretionary RAUM · $2.8B to $3.0BJan 22, 2026 to Mar 30, 2026
- Non-discretionary RAUM · $632M to $694MJan 22, 2026 to Mar 30, 2026
- Pooled vehicle RAUM · $3.5B to $3.7BJan 22, 2026 to Mar 30, 2026
- RAUM · $3.5B to $3.7BJan 22, 2026 to Mar 30, 2026
- Legal name · A••••• C•••••• G••••• I••• to A••••• C•••••• GROUP, LLCJul 2, 2025 to Jan 22, 2026
- Organization form · Corporation to Limited Liability CompanyJul 2, 2025 to Jan 22, 2026
- Financial planning clients · unset to May 1, 2025 to Jul 2, 2025
- Discretionary RAUM · $2.8B to $2.8BMay 1, 2025 to Jul 2, 2025
- Pooled vehicle RAUM · $3.5B to $3.5BMay 1, 2025 to Jul 2, 2025
- RAUM · $3.5B to $3.5BMay 1, 2025 to Jul 2, 2025
- Accounts · 45 to 47Jul 1, 2024 to May 1, 2025
- Advisory employees · 47 to 51Jul 1, 2024 to May 1, 2025
- Pooled vehicle clients · 45 to 47Jul 1, 2024 to May 1, 2025
- Employees · 66 to 72Jul 1, 2024 to May 1, 2025
- Private funds · 45 to 47Jul 1, 2024 to May 1, 2025
- Discretionary RAUM · $2.8B to $2.8BJul 1, 2024 to May 1, 2025
- Non-discretionary RAUM · $615M to $632MJul 1, 2024 to May 1, 2025
- Pooled vehicle RAUM · $3.4B to $3.5BJul 1, 2024 to May 1, 2025
- RAUM · $3.4B to $3.5BJul 1, 2024 to May 1, 2025
- Discretionary RAUM · $2.8B to $2.8BMar 29, 2024 to May 2, 2024
- Non-discretionary RAUM · $587M to $615MMar 29, 2024 to May 2, 2024
- Pooled vehicle RAUM · $3.3B to $3.4BMar 29, 2024 to May 2, 2024
- RAUM · $3.3B to $3.4BMar 29, 2024 to May 2, 2024
- Advisory employees · 38 to 47Jun 30, 2023 to Mar 29, 2024
- Employees · 63 to 66Jun 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $2.6B to $2.8BJun 30, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $562M to $587MJun 30, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $3.2B to $3.3BJun 30, 2023 to Mar 29, 2024
- RAUM · $3.2B to $3.3BJun 30, 2023 to Mar 29, 2024
Signals
5 dated events
- Rui Gao (Cfo Of A••••• C•••••• G••••• I•••) appeared on Schedule A of A••••• C••••••Mar 29, 2024 · Control person joined · fact
- H•••••• V••••• S•••• (Cfo Of A••••• C•••••• G••••• I•••) no longer on Schedule A of A••••• C•••••• (listed 2022-07-06, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- A••••• C•••••• reported RAUM $2.7B, up 57% from $1.7B (2021-06-28 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- H•••••• V••••• S•••• (Cfo Of A••••• C•••••• G••••• I•••) appeared on Schedule A of A••••• C••••••Mar 30, 2022 · Control person joined · fact
- A••••• C•••••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Jan 27, 2014 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
- A••••• C•••••• · Independent Sponsorsshared crd · capital_provider
- A••••• C•••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- H••••://WWW.A•••••HP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 610-971-9685reportedpublic record, Form ADV, Jun 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
A••••• C•••••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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